Onboarding ProcessĀ Ā
Please speak on the phone with the new client, go through these questions to make sure you are happy and they are happy that you can help them and make them confident.
Injury & Medical History
- Any current injuries? (Area, duration, treatment?)
- Past injuries or surgeries?
- Any recurring pain during movement?
- Exercises or movements to avoid?
- Any diagnosed medical conditions?
- On medications affecting exercise?
- Ever experienced dizziness, chest pain, or shortness of breath during exercise?
Goals & Motivation
- Top 3 fitness or health goals?
- What does success look like to you?
- Any specific events or deadlines you're working toward?
- What motivates you most to stay healthy?
Struggles & Barriers
- Biggest challenge in reaching your goals?
- Worked with a trainer or program before? (Likes/dislikes?)
- Any factors that might limit your commitment (time, family, finances)?
Lifestyle & Preferences
- Current activity level? (Sedentary, light, active?)
- Any exercises or activities you enjoy?
- Movements or workouts you dislike?
- Eating habits: balanced, inconsistent, emotional eater?
- Hours of sleep per night?
Additional Insights
- Biggest fear or concern about starting the program?
- Anything else youā€™d like us to know about your health or goals?
